Anic Equity¶
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Total return since start: 0.602 %¶
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Equity now: -----------------------------> 48928.76 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 42245.16 Kr¶
PnL: ---------------------------------------> -188.12 Kr¶
DD now: ---------------------------------> -7.891 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 13:22:23.570573'
Benchmark comparison¶
OMXS30 DJUS NDX DAX W1IDU
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.500000 | 1658.340000 | 190.800000 | 13.000000 | 1467.540000 |
| Hoist Finance | 35 | 1.970000 | 997.500000 | 19.250000 | 1.970000 | 978.250000 |
| HEXPOL B | 9 | 0.350000 | 1032.300000 | 14.400000 | 1.410000 | 1017.900000 |
| BioGaia B | 8 | 1.380000 | 940.800000 | 12.800000 | 1.380000 | 928.000000 |
| Orrön Energy | 180 | 0.490000 | 2050.200000 | 12.600000 | 0.620000 | 2037.600000 |
| JM | 6 | 1.250000 | 873.000000 | 10.800000 | 1.250000 | 862.200000 |
| Catena | 2 | 1.370000 | 800.400000 | 10.800000 | 1.370000 | 789.600000 |
| Atrium Ljungberg B | 5 | 1.070000 | 943.000000 | 10.000000 | 1.070000 | 933.000000 |
| Sagax B | 4 | 1.170000 | 862.000000 | 10.000000 | 1.170000 | 852.000000 |
| Sagax A | 4 | 0.000000 | 860.000000 | 8.000000 | 0.940000 | 852.000000 |
| Platzer Fastigheter Holding B | 12 | 0.500000 | 963.600000 | 4.800000 | 0.500000 | 958.800000 |
| ASSA ABLOY B | 3 | 0.580000 | 781.500000 | 4.500000 | 0.580000 | 777.000000 |
| AcadeMedia | 8 | 0.100000 | 403.200000 | 2.000000 | 0.500000 | 401.200000 |
| Clas Ohlson B | 12 | 0.120000 | 972.000000 | 1.200000 | 0.120000 | 970.800000 |
| Biotage | 7 | 0.000000 | 939.400000 | 0.000000 | 0.000000 | 939.400000 |
| Bilia A | 8 | -0.180000 | 897.600000 | 0.000000 | 0.000000 | 897.600000 |
| EQT | 4 | -0.100000 | 828.800000 | -0.800000 | -0.100000 | 829.600000 |
| SKF B | 5 | -0.290000 | 935.250000 | -2.750000 | -0.290000 | 938.000000 |
| Creaspac SPAC | 39 | -0.210000 | 3705.000000 | -3.900000 | -0.110000 | 3708.900000 |
| Hexatronic Group | 12 | -0.570000 | 959.040000 | -5.520000 | -0.570000 | 964.560000 |
| OX2 | 13 | -0.750000 | 940.550000 | -7.150000 | -0.750000 | 947.700000 |
| Byggmax Group | 33 | -0.830000 | 946.440000 | -7.920000 | -0.830000 | 954.360000 |
| Gränges | 9 | -0.870000 | 918.000000 | -8.100000 | -0.870000 | 926.100000 |
| Nordic Waterproofing Holding | 7 | -1.600000 | 949.200000 | -15.400000 | -1.600000 | 964.600000 |
| Alimak Group | 11 | -2.020000 | 907.500000 | -18.700000 | -2.020000 | 926.200000 |
| Addnode Group B | 11 | -2.100000 | 899.250000 | -19.250000 | -2.100000 | 918.500000 |
| Latour B | 4 | -3.600000 | 824.400000 | -30.800000 | -3.600000 | 855.200000 |
| Indutrade | 5 | -2.920000 | 1179.000000 | -35.500000 | -2.920000 | 1214.500000 |
| VEF | 909 | -2.360000 | 1808.910000 | -36.360000 | -1.970000 | 1845.270000 |
| Vitec Software Group B | 2 | -3.970000 | 1041.000000 | -43.000000 | -3.970000 | 1084.000000 |
| Hexagon B | 26 | -1.320000 | 3406.000000 | -45.500000 | -1.320000 | 3451.500000 |
| Bufab | 3 | -4.660000 | 1054.800000 | -51.600000 | -4.660000 | 1106.400000 |
| INVISIO | 16 | -2.390000 | 3592.000000 | -88.000000 | -2.390000 | 3680.000000 |
| BHG Group | 97 | -6.200000 | 1365.760000 | -89.240000 | -6.130000 | 1455.000000 |
| TOTAL | 42235.740000 | -197.540000 | -7.90848% | 42433.280000 |
Updated:¶
'2023-07-03 13:22:10.239641'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
